Columbia Liberty Z
One Financial Center Boston MA 02111
Map
Phone: 800-345-6611
| Category: | Moderate Allocation | | Fund Family: | Columbia | | Net Assets: | 880.00K | | Year-to-Date Return: | 16.91% | | Yield: | 2.25% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Jul-95 |
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Colin Moore
Lead Manager since
01-Feb-08 | | | Moore is a Chief Investment Officer of Columbia Management. He has been associated with Columbia Management or its predecessors since September, 2002. Prior to September, 2002, Moore was chief investment officer of global/international value equities and associate director of research at Putnam Investments and was director of research and chief investment officer for Rockefeller & Co. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks total return, consisting of current income and long-term capital appreciation. The fund normally invests in a mix of equity and debt securities. It invests primarily in equity securities of companies that generally have market capitalizations in the range of companies in the S&P 500 index that are undervalued or have potential for long-term growth. The fund invests in debt securities that are rated investment grade. It may invest in mortgage- and other asset-backed securities. The fund also may invest in derivatives and foreign securities. |
| Last Dividend
(23-Sep-09):
| 0.03 | | Last Cap Gain
(10-Dec-07):
| 0.93 | | Annual Holdings Turnover
| 88.00% | | Average for Category:
| 81.32% |
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| Expense | CTCFX | Category
Avg | | Total Expense Ratio: | 0.81%
| 1.02% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 259 | $631 | | 5 Yr Expense Projection*: |
$ 450 | $951 | | 10 Yr Expense Projection*: |
$ 1,002 | $1,858 |
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